Add a site

When you register your Datto RMM account, two sites are created for you by default: a Managed and an OnDemand site. Managed sites can access all Datto RMM features, while OnDemand sites have limited access. For further information, refer to Sites.

A site lets you group devices together. You can define sites in the way that suits you best. If you are a Managed Service Provider, a site might mean a customer. If you are supporting one large IT organization and your devices are spread out over a number of locations, a site may be an office department or a location. Whatever your situation, you can set up your sites as per your preference.

Note that a device can only belong to one site, but it can be moved between sites as required.

To add additional sites:

  1. Go to the Sites tab and click on the New Site button.
  1. Fill in the details in the New Site window.
Field What to Enter
Name Give a relevant name to your site to make sure your teams will be able to find the devices in the place they expect (e.g. "Glasgow Office", "St. John's Comprehensive School", etc.).
Description Give a relevant description to your site.
Phone Number This field only becomes visible if your Datto RMM account is integrated with Autotask PSA. Refer to Autotask PSA Integration.
Enter a phone number so that the system can look for duplicate Autotask PSA companies. The phone number entered here will not be saved for the new site. Entering a phone number is optional.
Type Select Managed or OnDemand as required. Refer to Sites.
Proxy type If the devices that you're going to install the Agent on use a proxy server to connect to the Internet, enter the proxy details here to ensure that the devices are already configured when you install the Agent on them. For more information, refer to Proxy settings in Datto RMM.
Security Levels Select the security levels for which this site should be accessible. Refer to Security levels.
Groups Select the site group(s) that the new site should be added to. This step is optional. Refer to Groups.
  1. Click Save.
  2. If your Datto RMM account is not integrated with Autotask PSA, your new site will be saved and you'll be directed to the Site Summary page.
  3. If you are integrated with Autotask PSA, you will be directed to the Map Site page where you will have the following options to choose from:
Radio Button Description
Create a new company for this site Select this option if you would like to map your new Datto RMM site to a new PSA company, that is, if you would like to create a new PSA company for this site. Enter a Phone Number and assign one of your PSA Account Managers to the new PSA company by selecting a name from the drop-down list.
Map the site to an existing company recommended by the system Select this option if you would like to map your new Datto RMM site to an existing PSA company recommended by the system. Choose the required company from the list displayed.
Map the site to a different existing company of your choice Select this option if you would like to map your new Datto RMM site to an existing PSA company of your choice. Enter at least three characters to the Filter field and click Search. Choose the required company from the list displayed.

The filter searches for the name, phone number and address of the PSA companies.

Do not map this site to a company Select this option if you do not wish to map your new Datto RMM site to a PSA company. If you choose this option, you will not be able to create any ticket for this Datto RMM site.

You can always edit your mapping rules on the Autotask Integration page later. For more information, refer to Re-run mapping analysis.

  1. Click Finish Mapping. The new site will be saved and you'll be directed to the Site Summary page.
  2. To delete a site, locate it by clicking on the Sites tab, then hover over it and click the Delete site icon at the end of the row. For more information, refer to Delete site.

If your Datto RMM account is integrated with Autotask PSA, you can easily see which PSA company your Datto RMM site is mapped to by selecting the Autotask PSA Company column from the Column Chooser in the Sites list. If a site is mapped to a PSA company, you can click the hyperlinked name to open the company detail page in PSA. Note that one PSA company can be mapped to more than one Datto RMM site, that is, multiple Datto RMM sites may show the same PSA company name in your Sites list. For more information about mapping rules, refer to Configure company (site) and resource (user) mapping.

 

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